Let Oak Street Funding help you find an RIA firm to buy
On Oak Street Funding’s RIA Firm Exchange, buyers and sellers can review each other’s firm information and request details from Oak Street Funding to begin the merger or acquisition process.
List your business in our Buyer Directory, or search our Listings for Sale to see profiles of firms that are currently for sale. Additionally, you can sign up to receive alerts as new buyers or sellers join our marketplace.
Join our Buyer Directory
Our Buyer Directory gives you the chance to meet potential sellers that would normally be beyond your current network. To join our Buyer Directory, please fill out the form below and define the parameters of your ideal firm acquisition. An Oak Street Funding representative will connect with you shortly to review your listing, with as much anonymity as you prefer.
Thank you for your posting regarding your interest to sell a firm. You must be a licensed RIA or firm offering RIA services in the United States. You may request to remove your seller listing at any time by sending an email to firstname.lastname@example.org, or via letter to Oak Street Funding, Attn: Jonica Drake, 8888 Keystone Crossing, Suite 1700, Indianapolis, IN 46240.
Oak Street does not represent any buyer or seller that lists on RIAFirmExchange. Potential sellers and buyers are responsible for their own due diligence, negotiations, and documentation. Oak Street does not make any representations or warranties regarding any potential buyer who may contact you through your listing. Similarly, Oak Street does not make any representations or warranties regarding any potential seller who is listed on RIAFirmExchange.